Professional with strong background in branch management. Able to adapt to changing needs and great problem-solving skills. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results.
Overview
13
13
years of professional experience
Work History
Branch Manager
Pilgrim Mortgage
01.2016 - 01.2024
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Branch Manager, Loan Originator
Southwest Funding
09.2014 - 12.2016
Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
Mortgage Loan Originator
Bank of America
05.2011 - 09.2014
Worked with underwriters to fix application problems and resolve issues.
Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.